Client Resources

For current Kaplan-Newman, Schwartz & Schwartz clients, we’ve assembled the most requested links, info, and downloadable forms on this page. Need more help? Give us a call at 212.327.2103 or email we’re happy to help!
Directions to Our Office
We are conveniently located in midtown Manhattan at: 315 Madison Avenue, 3RD Floor New York, NY 10017 Directions – Google Map
Book An Appointment
For tax season (January – April), we use an online scheduling tool or you may contact our office at 212.327.2103  or email For non-tax season (May-December), please contact our office at 212.327.2103 or by email   Helpful PDF: What to Bring to Your Tax Prep Meeting
Client Portal Login
Click here to access your Client Portal. Need Help? You’ll find answers to common questions about using the portal, resetting your password, and using your online tax organizer at: Guide To Using Your Client Portal


Contact us today at 212.327.2103 We’re here to help!